Delivering Direction and Control

In this episode, David Warren - Co-Founder & Chairman of Bridgeford Trust Company - sits down with guest, William Blum - Partner & International Tax and Business Lawyer at Solomon Blum Heymann - for a discussion on his experience and expertise on the Virgin Islands as a tax haven and its asset protection capabilities, as well as the impact of CRS and FACTA. William also speaks on the influx of int...

In this episode, David Warren - Co-Founder and Chairman of Bridgeford Trust Company - sits down with guest, Gideon Rothschild - Partner and Co-Chair of Moses & Singer’s Trusts and Estates and Asset Protection practices - for an intriguing discussion on asset protection, including the debate among practitioners, domestic vs offshore asset protection, as well as the factors, issues and planning stra...

In this episode, David Warren - Co-Founder & Chairman of Bridgeford Trust Company - sits down with guest Marty Jackley - current Partner at Gunderson, Palmer, Nelson, and Ashmore, who has also served as South Dakota’s Attorney General, United States Attorney for South Dakota, and Chairman of the Nation’s Attorneys General. David and Marty’s discussion includes background on his work as a prosecuto...

In this episode, David Warren - Co-Founder & Chairman of Bridgeford Trust Company - sits down with guest Dr. Daniel Kim - Founder and President of Sweetwater Digital Asset Consulting, LLC - for an intriguing discussion on cryptocurrency, including the history of this asset class and how to identify a quality cryptocurrency project. This episode also includes Dr. Kim’s take on the research and advi...

In this episode, David Warren - Co-Founder & Chairman of Bridgeford Trust Company - sits down with guest Jonathan Gopman – Partner & Chair of Akerman’s Trusts and Estates Practice at the time of this recording (currently, Jonathan is a Partner at Nelson Mullins) – for part 2 of our discussion focused on the international trust space including asset protection, cryptocurrency, privacy concerns, and...

In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – sits down with guest Jonathan Gopman – Partner & Chair of Akerman’s Trusts and Estates Practice at the time of this recording (currently, Jonathan is a Partner at Nelson Mullins) – for a discussion on the Kaestner case, Community Property Trusts, and Directed Trusts.

In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with guest William Lipkind – Attorney, Partner, and Chair of Wilson Elser’s Tax Planning & Controversies Practice – for Part 2 of a discussion on Incomplete Non-Grantor Trusts along with the Kaestner case and the concept around undistributed trust income.

In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with guest William Lipkind – Attorney, Partner, and Chair of Wilson Elser’s Tax Planning & Controversies Practice – for a discussion on Incomplete Non-Grantor Trusts and Community Property Trusts. They also take a look at the favorable Private Letter Rulings that Mr. Lipkind has obtained from the IRS on...

In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with guest Terry Prendergast – South Dakota trusts and estates and trust company attorney – for Part 2 of a discussion on what drives South Dakota’s position as a top-tier jurisdiction. David and Terry continue their discussion on modern trust law and how it has revolutionized the trust industry, includ...

In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with guest Terry Prendergast – South Dakota trusts and estates and trust company attorney – to discuss what drives South Dakota’s position as a top-tier jurisdiction. David and Terry take a look at aspects of modern trust law and how they have revolutionized the trust industry, including a focus on deca...